WEXFORD CAPITAL LP
WEST PALM BEACH FL · SEC CIK 0001048462
$7.82亿2026Q2 申报市值
223持仓数
66.8%前十大占比 · 第一大 37.7%
80 / 46新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AR 加仓+$1,291.17万
PAM 加仓+$1,237.03万
FDX 加仓+$866.12万
SBS 新建仓+$742.33万
CHTR 重新持有+$637.27万
2026Q2 卖出最多 按季末市值估算
MAMMOTH ENERGY S 减仓-$3,248.83万
ACMR 减仓-$3,094.16万
SUNC 减仓-$1,041.66万
YPF 清仓-$946.50万
APTV 清仓-$832.92万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ISRG | INTUITIVE SURGICAL INC | $55.40万 | 0.07% | 1,393 | 1,393 | — | $55.40万 | 新建仓 |
| HTFL | HEARTFLOW INC | $54.86万 | 0.07% | 18,698 | 18,698 | — | $54.86万 | 新建仓 |
| SLB | SLB LIMITED | $53.94万 | 0.07% | 11,603 | 3,588 | 44.8% | $16.68万 | 加仓 |
| — | GUARDIAN METAL RES PLC | $52.99万 | 0.07% | 37,822 | 12,822 | 51.3% | $17.96万 | 加仓 |
| LPG | DORIAN LPG LTD | $52.17万 | 0.07% | 15,000 | 15,000 | — | $52.17万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $51.02万 | 0.07% | 1,496 | -1,202 | -44.6% | -$40.99万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $49.75万 | 0.06% | 1,276 | 1,276 | — | $49.75万 | 新建仓 |
| NXT | NEXTPOWER INC | $49.32万 | 0.06% | 4,140 | 4,140 | — | $49.32万 | 新建仓 |
| SNPS | SYNOPSYS INC | $47.06万 | 0.06% | 1,055 | 608 | 136.0% | $27.12万 | 重新持有 |
| KMI | KINDER MORGAN INC DEL | $46.54万 | 0.06% | 14,556 | 4,717 | 47.9% | $15.08万 | 加仓 |
| ARGX | ARGENX SE | $46.39万 | 0.06% | 500 | -1,000 | -66.7% | -$92.78万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $45.94万 | 0.06% | 602 | -432 | -41.8% | -$32.97万 | 减仓 |
| NVT | NVENT ELEC PLC | $45.42万 | 0.06% | 2,678 | -1,573 | -37.0% | -$26.68万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $43.22万 | 0.06% | 648 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $42.95万 | 0.05% | 3,792 | -1,046 | -21.6% | -$11.85万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $42.73万 | 0.05% | 5,922 | 5,922 | — | $42.73万 | 新建仓 |
| CBRS | CEREBRAS SYSTEMS INC | $41.81万 | 0.05% | 1,892 | 1,892 | — | $41.81万 | 新建仓 |
| RDDT | REDDIT INC | $39.85万 | 0.05% | 2,296 | 2,296 | — | $39.85万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $39.20万 | 0.05% | 4,084 | -9,098 | -69.0% | -$87.32万 | 减仓 |
| TGT | TARGET CORP | $38.50万 | 0.05% | 2,948 | 2,948 | — | $38.50万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $38.37万 | 0.05% | 1,146 | 1,146 | — | $38.37万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $37.68万 | 0.05% | 1,004 | 228 | 29.4% | $8.56万 | 加仓 |
| EMR | EMERSON ELEC CO | $37.49万 | 0.05% | 2,619 | 2,619 | — | $37.49万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $37.09万 | 0.05% | 1,364 | 1,364 | — | $37.09万 | 新建仓 |
| SQQQ | PROSHARES TR | $36.79万 | 0.05% | 10,133 | 7,340 | 262.8% | $26.65万 | 加仓 |
| COMP | COMPASS INC | $36.58万 | 0.05% | 29,670 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $36.49万 | 0.05% | 4,192 | 506 | 13.7% | $4.40万 | 重新持有 |
| CACI | CACI INTL INC | $36.46万 | 0.05% | 787 | -148 | -15.8% | -$6.86万 | 减仓 |
| NOW | SERVICENOW INC | $36.38万 | 0.05% | 3,664 | 2,689 | 275.8% | $26.70万 | 重新持有 |
| URI | UNITED RENTALS INC | $36.14万 | 0.05% | 319 | 65 | 25.6% | $7.36万 | 重新持有 |
| NKE | NIKE INC | $36.00万 | 0.05% | 8,769 | 3,227 | 58.2% | $13.25万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $35.53万 | 0.05% | 4,100 | 0 | 0.0% | — | 不变 |
| SYRE | SPYRE THERAPEUTICS INC | $35.51万 | 0.05% | 4,000 | 4,000 | — | $35.51万 | 新建仓 |
| ACM | AECOM | $35.42万 | 0.05% | 5,074 | 5,074 | — | $35.42万 | 新建仓 |
| WWD | WOODWARD INC | $35.40万 | 0.05% | 832 | 832 | — | $35.40万 | 新建仓 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $34.93万 | 0.04% | 13,127 | 4,682 | 55.4% | $12.46万 | 加仓 |
| SN | SHARKNINJA INC | $34.75万 | 0.04% | 2,282 | -586 | -20.4% | -$8.92万 | 重新持有 |
| DEO | DIAGEO PLC | $34.35万 | 0.04% | 4,273 | 4,273 | — | $34.35万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $34.15万 | 0.04% | 1,342 | 363 | 37.1% | $9.24万 | 重新持有 |
| CMI | CUMMINS INC | $34.09万 | 0.04% | 478 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $33.90万 | 0.04% | 1,138 | -1,378 | -54.8% | -$41.05万 | 减仓 |
| FLEX | FLEX LTD | $33.89万 | 0.04% | 2,091 | -865 | -29.3% | -$14.02万 | 重新持有 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $33.70万 | 0.04% | 1,011 | 1,011 | — | $33.70万 | 新建仓 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $33.35万 | 0.04% | 63,291 | 63,291 | — | $33.35万 | 新建仓 |
| — | GATES INDL CORP PLC | $33.11万 | 0.04% | 11,839 | 2,329 | 24.5% | $6.51万 | 加仓 |
| VEEV | VEEVA SYS INC | $33.10万 | 0.04% | 1,865 | 1,865 | — | $33.10万 | 新建仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $32.65万 | 0.04% | 7,236 | -8,847 | -55.0% | -$39.92万 | 重新持有 |
| ASML | ASML HLDG NV | $32.23万 | 0.04% | 162 | -16 | -9.0% | -$3.18万 | 减仓 |
| APH | AMPHENOL CORP | $32.16万 | 0.04% | 1,824 | 1,824 | — | $32.16万 | 新建仓 |
| RRX | REGAL REXNORD CORPORATION | $32.13万 | 0.04% | 1,349 | 271 | 25.1% | $6.45万 | 加仓 |
| ETN | EATON CORP PLC | $32.13万 | 0.04% | 754 | 119 | 18.7% | $5.07万 | 加仓 |
| CTGO | CONTANGO SILVER & GOLD INC | $31.51万 | 0.04% | 19,954 | 19,954 | — | $31.51万 | 新建仓 |
| CSCO | CISCO SYS INC | $31.43万 | 0.04% | 2,676 | -412 | -13.3% | -$4.84万 | 减仓 |
| EME | EMCOR GROUP INC | $30.71万 | 0.04% | 370 | 149 | 67.4% | $12.37万 | 重新持有 |
| ARGT | GLOBAL X FDS | $30.70万 | 0.04% | 3,363 | 1,055 | 45.7% | $9.63万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $30.64万 | 0.04% | 230 | 230 | — | $30.64万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $30.36万 | 0.04% | 3,329 | 3,329 | — | $30.36万 | 新建仓 |
| MCO | MOODYS CORP | $30.03万 | 0.04% | 663 | 663 | — | $30.03万 | 新建仓 |
| NXE | NEXGEN ENERGY LTD | $29.63万 | 0.04% | 31,556 | 17,685 | 127.5% | $16.61万 | 加仓 |
| QXO | QXO INC | $29.55万 | 0.04% | 17,100 | 4,000 | 30.5% | $6.91万 | 加仓 |
| SPGI | S&P GLOBAL INC | $29.53万 | 0.04% | 725 | 725 | — | $29.53万 | 新建仓 |
| KGC | KINROSS GOLD CORP | $29.47万 | 0.04% | 12,476 | 7,589 | 155.3% | $17.93万 | 重新持有 |
| IESC | IES HOLDINGS INC | $29.39万 | 0.04% | 400 | -100 | -20.0% | -$7.35万 | 减仓 |
| UNP | UNION PAC CORP | $29.38万 | 0.04% | 1,080 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $29.33万 | 0.04% | 129 | 129 | — | $29.33万 | 新建仓 |
| MSOS | ADVISORSHARES TR | $29.24万 | 0.04% | 57,564 | -23,081 | -28.6% | -$11.73万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $29.14万 | 0.04% | 1,084 | 1,084 | — | $29.14万 | 新建仓 |
| URG | UR-ENERGY INC | $28.71万 | 0.04% | 211,096 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $28.69万 | 0.04% | 593 | 593 | — | $28.69万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $28.69万 | 0.04% | 169 | 49 | 40.8% | $8.32万 | 重新持有 |
| CSX | CSX CORP | $28.44万 | 0.04% | 5,984 | 212 | 3.7% | $1.01万 | 加仓 |
| MOD | MODINE MFG CO | $27.96万 | 0.04% | 1,047 | 1,047 | — | $27.96万 | 新建仓 |
| INIO | INNIO NV | $27.95万 | 0.04% | 7,066 | 7,066 | — | $27.95万 | 新建仓 |
| — | ISHARES TR | $27.80万 | 0.04% | 8,849 | 8,849 | — | $27.80万 | 新建仓 |
| CGNX | COGNEX CORP | $27.51万 | 0.04% | 3,798 | 3,798 | — | $27.51万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $27.40万 | 0.04% | 1,653 | 1,653 | — | $27.40万 | 新建仓 |
| GDX | VANECK ETF TRUST | $27.35万 | 0.03% | 3,625 | -2,528 | -41.1% | -$19.07万 | 重新持有 |
| MU | MICRON TECHNOLOGY INC | $27.13万 | 0.03% | 235 | 235 | — | $27.13万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $27.06万 | 0.03% | 800 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $27.04万 | 0.03% | 5,568 | 5,568 | — | $27.04万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $26.98万 | 0.03% | 2,193 | 2,193 | — | $26.98万 | 新建仓 |
| CART | MAPLEBEAR INC | $26.52万 | 0.03% | 5,600 | 5,600 | — | $26.52万 | 新建仓 |
| GE | GE AEROSPACE | $26.35万 | 0.03% | 705 | 705 | — | $26.35万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $26.34万 | 0.03% | 273 | 273 | — | $26.34万 | 新建仓 |
| CNR | CORE NATURAL RESOURCES INC | $26.17万 | 0.03% | 3,270 | -2,797 | -46.1% | -$22.38万 | 减仓 |
| H | HYATT HOTELS CORP | $25.97万 | 0.03% | 1,340 | -247 | -15.6% | -$4.79万 | 重新持有 |
| WDC | WESTERN DIGITAL CORP | $25.74万 | 0.03% | 403 | 403 | — | $25.74万 | 新建仓 |
| FLY | FIREFLY AEROSPACE INC | $25.67万 | 0.03% | 8,732 | 7,402 | 556.5% | $21.76万 | 重新持有 |
| WAY | WAYSTAR HLDG CORP | $25.54万 | 0.03% | 12,438 | 12,438 | — | $25.54万 | 新建仓 |
| LGN | LEGENCE CORP | $25.45万 | 0.03% | 2,986 | 2,986 | — | $25.45万 | 新建仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $25.41万 | 0.03% | 2,800 | -41,112 | -93.6% | -$373.13万 | 减仓 |
| WRB | BERKLEY W R CORP | $25.39万 | 0.03% | 3,600 | 0 | 0.0% | — | 不变 |
| — | DIREXION SHARES ETF TRUST | $25.39万 | 0.03% | 6,445 | 6,445 | — | $25.39万 | 新建仓 |
| SPXC | SPX TECHNOLOGIES INC | $25.18万 | 0.03% | 1,027 | 1,027 | — | $25.18万 | 新建仓 |
| FISV | FISERV INC | $25.14万 | 0.03% | 5,126 | 3,671 | 252.3% | $18.01万 | 重新持有 |
| ADI | ANALOG DEVICES INC | $24.94万 | 0.03% | 628 | 628 | — | $24.94万 | 新建仓 |
| HST | HOST HOTELS & RESORTS INC | $24.90万 | 0.03% | 10,500 | 10,500 | — | $24.90万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $24.61万 | 0.03% | 536 | 536 | — | $24.61万 | 新建仓 |
| NFLX | NETFLIX INC. | $24.41万 | 0.03% | 3,419 | 3,419 | — | $24.41万 | 新建仓 |
| RMBS | RAMBUS INC DEL | $24.20万 | 0.03% | 1,823 | 1,823 | — | $24.20万 | 新建仓 |